Belloli Named CEO of Plante Moran Trust

Anthony Belloli was named CEO of Plante Moran Trust, the chartered trust company, which specializes in all areas of personal trust administration, effective July 1. Plante Moran Trust is an affiliate of Southfield, Mich.-based Plante Moran (FY17 net revenue of $517.3 million).

In his new role, Belloli will guide the strategic direction of Plante Moran Trust while leading a team of more than 30 trust professionals responsible for the administration of personal trusts and foundations, settlement of estates and management of family office-bill pay arrangements.

Prior to joining Plante Moran Trust, Belloli was a senior advisor with Plante Moran Financial Advisors for seven years, where he provided investment consulting, as well as financial, estate tax and income tax advice to high net worth individuals, families and endowments/foundations. In 2009, he moved to Plante Moran Trust to help grow the practice by developing and implementing a plan and culture that would attract and develop talented staff, nurture referral sources, and improve internal processes. Since then, the organization’s annual revenue and assets have quadrupled and its number of staff has tripled.